How to bring in a related list on a Salesforce object in PowerBI

[Anonymous]

I am trying to find opportunities that did not generate contracts by bringing in the "Contracts" related list that lives on the Opportunity object, how do i bring in a related list?

[v-qiuyu-msft]

Hi @Anonymous, 

Not very sure what exactly you mean about ""Contracts" related list that lives on the Opportunity object". 

In Power BI desktop, you can use Salesforce Objects connector. In Power BI service, you can use Salesforce content pack, see: https://docs.microsoft.com/en-us/power-bi/service-connect-to-salesforce

Best Regards,
Qiuyun Yu

[ReportGuru]

Hi. As a workaround, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url.